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Demystify Oracle Licensing and Optimize Spend

Unlock Demystify Oracle Licensing and Optimize Spend

Get Instant Access

Do not fill in this field

Full Name

Email

Company

Phone

Job Function

Job Title

IT Staff

Country

Yes. I would like to receive email updates from Info-Tech Research Group that include advice
and resources to help systematically improve my IT department.
You may unsubscribe at any time. By clicking the "Unlock" button, you are agreeing to the Info-Tech Research Group Terms of Use and Privacy Policy.

Contributors

Imran Shaikh, Program Director – IT at Vista Equity Partners

Richard Spithoven, Partner at b.lay

Max Ablimit, Tarim Consulting, LLC

Eric Chiu, Director at Fisher IT Asset Consulting

Your Challenge

License keys are not needed with optional features accessible upon install. Conducting quarterly checks of the Oracle environment is critical because if products or features are installed, even if they are not actively in use, it constitutes use by Oracle and requires a license.

Ambiguous license models and definitions abound: terminology and licensing rules can be vague, making it difficult to purchase licensing even with the best of intentions to keep compliant.

Oracle has aggressively started to force new Oracle License and Service Agreements (OLSA) on customers that slightly modify language and remove pre-existing allowances to tilt the contract terms in Oracle's favor.

Communicate effectively. Be aware that Oracle will reach out to employees at your organization at various levels. Having your executives on the same page will help send a strong message.

Manage the relationship. If Oracle is managing you, there is a high probability you are over paying or providing information that may result in an audit.

Impact and Result

Conducting business with Oracle is not typical compared to other vendors. To emerge successfully from a commercial transaction with Oracle, customers must learn the "Oracle way" of conducting business, which includes a best-in-class sales structure, highly unique contracts and license use policies, and a hyper-aggressive compliance function.

Map out the process of how to negotiate from a position of strength, examining terms and conditions, discount percentages, and agreement pitfalls.

Develop a strategy that leverages and utilizes an experienced Oracle DBA to gather accurate information, and then optimizes it to mitigate and meet the top challenges.

Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you need to understand and document your Oracle licensing strategy, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

Call #2 - Finalize the contract

Call #3 - Discuss license management

Call #4 - Evaluate and develop a roadmap for future licensing

Onsite Workshop

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Establish Licensing Requirements

The Purpose

Assess current state and align goals; review business feedback

Interview key stakeholders to define business objectives and drivers

Key Benefits Achieved

Have a baseline for requirements

Assess the current state

Determine licensing position

Examine cloud options

Activities

Outputs

1.1

Gather software licensing data

Copy of your Oracle License Statement

1.2

Conduct a software inventory

Software inventory report from software asset management (SAM) tool

1.3

Perform manual checks

1.4

Reconcile licenses

Oracle Database Inventory Tool

1.5

Create your Oracle licensing team

RASCI Chart

1.6

Meet with stakeholders to discuss the licensing position, cloud offerings, and budget allocation

Oracle Licensing Effective License Position (ELP) Template

Oracle Licensing Purchase Reference Guide

Module 2: Evaluate Licensing Options

The Purpose

Review licensing options

Review licensing rules

Key Benefits Achieved

Understand how licensing works

Determine if you need software assurance

Discuss licensing rules, application to current environment.

Examine cloud licensing

Understand the importance of documenting changes

Meet with desktop product owners to determine product strategies

Activities

Outputs

2.1

Review full, limited, restricted, and AST use licenses

2.2

Calculate license costs

Oracle TCO Calculator

2.3

Determine which database platform to use

2.4

Evaluate moving to the cloud

2.5

Examine disaster recovery strategies

2.6

Understand purchasing support

2.7

Meet with stakeholders to discuss the licensing position, cloud offerings, and budget allocation

Oracle Licensing Purchase Reference Guide

Module 3: Evaluate Agreement Options

The Purpose

Review contract option types

Review vendors

Key Benefits Achieved

Understand why a type of contract is best for you

Determine if ULA or term agreement is best

The benefits of other types and when you should change

Activities

Outputs

3.1

Prepare to sign or renew your ULA

3.2

Decide on an agreement type that nets the maximum benefit

Type of contract to be used

Oracle TCO Calculator

Oracle Licensing Purchase Reference Guide

Module 4: Purchase and Manage Licenses

The Purpose

Finalize the contract

Prepare negotiation points

Discuss license management

Evaluate and develop a roadmap for future licensing

Key Benefits Achieved

Negotiation strategies

Licensing management

Introduction of SAM

Leverage the work done on Oracle licensing to get started on SAM

Activities

Outputs

4.1

Control the flow of communication terms and conditions

Controlled Vendor Communications Letter

Vendor Communication Management Plan

4.2

Use Info-Tech’s readiness assessment in preparation for the audit

Oracle Terms & Conditions Evaluation Tool

4.3

Assign the right people to manage the environment

RASCI Chart

4.4

Meet with stakeholders to discuss the licensing position, cloud offerings, and budget allocation

Book an Appointment

IT Research & Advisory Services

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